Item compliance documents

On the Item Compliances Documents page, you can link multiple compliance documents (previously set up on the Compliance Documents page) to an item. These compliance documents will then default as sales compliance documents and purchase compliance documents in the order process for that item.

For each document, you can specify if the document is only applicable to specific items and/or item attributes. The values are automatically inherited when assigning an existing compliance document to the item compliance document.

Set the Item Compliance Documents

The following procedure describes how to setup the Item compliance documents.

1. Select the Search icon , enter Item Compliance Documents, and then choose the related link.
   The Item Compliance Documents list page opens.
2. On the action bar, click New.
   The Item Compliance Documents page opens.
3. In the Item No. field, select the item number to which the compliance document should be linked.
4. In the Compliance Document Code field, select the code from the existing list.
   When you select the compliance document code, the description, contact number, and control type are populated from the setting done on the Compliance Documents.
5. In the Compliance Document No. field, enter the document number of the compliance document.
6. In the Transaction Type field, select any one of the options: Both, Purchase, and Sales.
   You can select two item attributes value (of the item attributes set up on the Compliance Documents Setup page), and they specify to which the compliance document applies. Example: Colour (Item Attribute Name 1) and Item Type (Item Attribute Name 2)

7. In the Colour (the field name and caption are displayed based on the setup configured on the Compliance Documents Setup page) field, select the attribute value.
8. In the Item Type (the field name and caption are displayed based on the setup configured on the Compliance Documents Setup page) field, select the attribute value.
9. In the Item No. field, select the number of the item to which the compliance documents apply.
10. In the Contact Person No. field, select the contact person number to be contacted for questions about the compliance document.
11. In the Contact No. field, select the contact number of the company.
12. In the Requested Date field, select the date on which the compliance document is requested.
13. In the Document Date field, select the date. The date of the compliance document was issued is captured.
14. In the Expiration Date field, select the date on which the compliance document should expire.
    Once the document has expired, the date will change to red color.
15. In the Control Type field, select the control type, at which point the sales process control is needed to check if the compliance document is approved.
    The option can be set per customer compliance document to one of the following options:

• No control needed
• Order control: checks will be executed when releasing an order
• Receipt control: checks will be executed when posting a receipt
• Invoice control: checks will be executed when posting an invoice
• Shipment control: checks will be executed when posting a shipment

The Item Compliance Documents are now set up.

To view or edit the documents attached to the selected item compliance document.

16. On the action bar, select Attachments.
    Alternatively, you can click in the Attachments flow field. For more information, see Document Link extension.